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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $214,431 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $153,776 |
SCHULTHEIS & PANETTIERI, LLP3 years Service code 10 · EIN 13-1577780 | Accounting | $30,951 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $24,997 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $19,500 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $17,553 |
Filed as: O'NEILL CONSULTING Service code 13 · EIN 13-1840454 | Contract Administrator | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,420 | $101,523+7.8% | $141,200-22.5% | $77,775+40.7% |
| Participation rate | 91.2% | 77.4%+13.8pp | 82.5%+8.7pp | 73.2%+18.0pp |
| Annual return | 7.26% | 56.22%-49.0pp | 71.41%-64.2pp | 32.58%-25.3pp |
| Employer contribution / active EE | $4,877 | $3,341+46.0% | $4,736+3.0% | $2,504+94.8% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $279 | $92+205.1% | $10,265-97.3% | $100+179.1% |